Cloudflare, Fastly, Oracle, JFrog, and Okta shares plummet, what you need to know
Published . Updated .
This report does not map to a usual set of affected companies.
Directly affected
- NET Cloudflare-4.1% 30d
Named in this report.
- FSLY Fastly
Named in this report.
- ORCL Oracle-5.4% 30d
Named in this report.
- FROG JFrog+6.4% 10d
Named in this report.
- OKTA Okta+19.0% 13d
Named in this report.
Indirectly affected
- XLK Technology Select Sector SPDR+9.1% 16d
Technology Select Sector SPDR holds the technology sector that JFrog belongs to, so it often moves with news about it.
- MSFT Microsoft+7.6% 30d
Microsoft is a peer of JFrog in prepackaged software; rivals often move on the same news.
- PLTR Palantir Technologies+10.6% 30d
Palantir Technologies is a peer of JFrog in prepackaged software; rivals often move on the same news.
- CRWD CrowdStrike Holdings+5.9% 13d
CrowdStrike Holdings is a peer of JFrog in prepackaged software; rivals often move on the same news.
- SHOP Shopify+30.0% 30d
Shopify is a peer of JFrog in prepackaged software; rivals often move on the same news.
- CRM Salesforce
Salesforce is a peer of JFrog in prepackaged software; rivals often move on the same news.
- NOW ServiceNow
ServiceNow is a peer of Fastly in prepackaged software; rivals often move on the same news.
- SNOW Snowflake
Snowflake is a peer of Fastly in prepackaged software; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NET | +18.33% | +13.52% | base | after close | after close | after close | after close |
| FSLY | +10.79% | +16.91% | base | after close | after close | after close | after close |
| ORCL | -3.53% | +10.41% | base | after close | after close | after close | after close |
| FROG | +5.52% | +6.43% | base | after close | after close | after close | after close |
| OKTA | +5.73% | +6.93% | base | after close | after close | after close | after close |
| XLKNo price data for this ticker | — | — | — | — | — | — | — |
| MSFTNo price data for this ticker | — | — | — | — | — | — | — |
| PLTRNo price data for this ticker | — | — | — | — | — | — | — |
| CRWDNo price data for this ticker | — | — | — | — | — | — | — |
| SHOPNo price data for this ticker | — | — | — | — | — | — | — |
| CRMNo price data for this ticker | — | — | — | — | — | — | — |
| NOWNo price data for this ticker | — | — | — | — | — | — | — |
| SNOWNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Cloudflare, Fastly, Oracle, JFrog, and Okta shares plummet, what you need to know Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| FROG | three days earlier | +6.43% | final price |
| FROG | five days earlier | +5.52% | final price |
| FSLY | three days earlier | +16.91% | final price |
| FSLY | five days earlier | +10.79% | final price |
| NET | three days earlier | +13.52% | final price |
| NET | five days earlier | +18.33% | final price |
| OKTA | three days earlier | +6.93% | final price |
| OKTA | five days earlier | +5.73% | final price |
| ORCL | three days earlier | +10.41% | final price |
| ORCL | five days earlier | -3.53% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Gilbert Cisneros sold Cloudflare (NET), worth $1,001 - $15,000 on 18 Aug 2026. That is 74 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 31 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $1,001 - $15,000 on 30 Sep 2026. That is 31 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 36 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold OKTA, worth $1,001 - $15,000 on 24 Sep 2026. That is 37 days before publication. Filed 7 Oct 2026. View the filing.
- Scott A Kupor, an executive branch official, sold OKTA, worth $1,000,001 - $5,000,000 on 21 Sep 2026. That is 40 days before publication. Filed 24 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought OKTA, worth $1,001 - $15,000 on 4 Sep 2026. That is 57 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 29 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 31 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 33 days before publication. Filed 2 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 24 Aug 2026. That is 68 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $50,001 - $100,000 on 17 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Cloudflare, Fastly, Oracle, JFrog, and Okta shares plummet, what you need to know” scores 12 out of 100. The score uses 1 sources.